From first call to your first agent in 14 days.
A senior consultant, a focused two-week pilot, and an audit trail your operators actually want to use. Add the next agent only when the first one has earned the room.
Map the workflow.
A senior consultant. Your team. One workflow on the wall.
We start in a room — physical or virtual — with the people who actually do the work. We trace the workflow end-to-end, document the rules that live in your team's heads, and write a one-page scope that we'll both hold ourselves to.
- Workshop with your operators — two 90-minute sessions, not a six-week discovery.
- One workflow, end-to-end. We resist scope creep so the pilot can prove itself.
- A success scorecard — the numbers we'll both grade the agent against on Monday morning.
- Edge cases and exceptions — the awkward 8% that breaks generic AI. Written down, mapped, and owned.
Deploy in 14 days.
Your first agent lives in your existing tools, not a new one.
We wire the agent into the phone line, inbox, CRM, or ledger you already use. By day fourteen it's handling real work alongside your team — in shadow mode first, then on the live line — with a scorecard you can read on Monday morning.
- Native integrations — your CRM, calendar, phone, and ledger. No CSV exports, no parallel systems.
- Trained in your voice. The agent learns from real call transcripts, real emails, and real client notes.
- Shadow mode before live. The agent listens and drafts for two days. Your team reviews. Then we go live.
- Daily standup with your consultant during build week. Fifteen minutes. No status decks.
Audit every action.
Approve, override, or coach the agent in one click.
Every call answered, email sent, and ledger line touched is logged with a timestamp and a reason. Your operators see what the agent did and why — and can correct it without writing a single rule. Coaching is a typed sentence, not a JIRA ticket.
- One operator console. One feed for every agent's actions, across every workflow.
- Approve, override, or coach — three buttons, every action. No engineer needed to change agent behaviour.
- PIPEDA-aligned audit trail — attributable, immutable, exportable. Auditors love it.
- Monday-morning scorecard — email + PDF, with the numbers that matter to your business, not vanity metrics.
Scale on your timeline.
Add the next agent only when the first has earned the room.
No big-bang rollouts, no platform migrations. The second agent inherits the integrations, the audit trail, and the consultant who already knows your business. Most clients add their next agent in month four — not because we pushed, but because the first one made the case for itself.
- Same console, same consultant. Your senior contact carries the context forward — no re-onboarding.
- One audit trail across agents. Receptionist, Revenue-Ops, Finance — one operator pane of glass.
- Pause anytime. Monthly plans cancel end of cycle. No long contracts, no lock-in.
- Multi-location ready. When you're scoping more than three locations, Orchestrate plugs in without a rebuild.
Built like a consultancy. Priced like software.
The reason a two-week pilot can work is because we say no to everything that doesn't belong in it. Here's what's on by default.
Every deployment is led by a senior operator you can call directly — no tier-one tickets, no 48-hour reply windows.
Operator-grade controls, retention rules, and an audit trail your clients' auditors will actually accept. Data residency by request.
Approve, override, or coach any agent in one click. You decide what gets automated — and what still waits for you.
Every agent speaks English and Spanish natively, with French available — the languages your North American customers actually use.
Monthly plans cancel anytime. Annual plans cancel with 30 days' notice. You keep export access to every action and audit log.
HubSpot, Salesforce, QuickBooks, Xero, Google Workspace, Microsoft 365, Twilio. Native — no CSV exports, no parallel sets of books.
Start with one agent. Pay for itself in 30 days.
A focused two-week pilot, a senior consultant on the line, and a scorecard you can read on Monday morning. Add the next agent only when the first one has earned the room.